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#Getting Started Welcome1 discussing

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Philippe Hamard (Chemours) posted in * Sales Cloud - Getting Started *
Nov 12, 2015, 6:37 PM

Can we use the dictation capability of Siri on the iphone when using "Log a call" in salesforce1? I am planning to use this feature for call reports and would like to make the life as easy as possible to our sales team.

11 comments
  1. MUKESH KUMAR (AYAN Softwares)
    Sep 9, 7:30 AM

    Yes, Siri dictation can be used for this. When you open Log a Call in Salesforce on an iPhone, you can tap the comments field and use the microphone/dictation option to speak your call notes instead of typing everything out.

    For a sales team, I can see this being quite useful for quickly getting call details into Salesforce while they’re still fresh. The main benefit is really reducing the friction of writing up notes after every call.

    For anyone doing this from Chrome/desktop, I’ve also come across Voice2Force, which works directly with Salesforce fields and lets you enter text using voice:

    Voice2Force Chrome Extension

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Jennifer Bailey (Director, Data Operations at IPfolio) posted in * Sales Cloud - Getting Started *
Feb 12, 2018, 7:32 PM

Looking for some advice on how to write or manage triggers that will allow us to disable/enable them all when needed - specifically when importing data.  Is this possible?  What might be some alternatives to this? Any advice is appreciated.  

#GettingStartedWelcome 

2 comments
  1. Cloudy Coders Software Company (Cloudy Coders)
    Aug 14, 2023, 2:31 PM

    Hey @Jennifer Bailey, here's my solution in simple steps. 

     

    1. In Setup, enter "Custom Settings" in the Quick Find box. Then, click on Custom Settings. 

    2. Next, click on Manage beside Inspire Planner Config. 

    3. Click on Edit. 

    4. Scroll through the list of settings and look for "Disable triggers for data migration" and set this to TRUE. Click on Save. 

    You can also Turn Triggers On and Off with Custom settings. For more information, click on [https://jkilburn2043.wordpress.com/2015/10/06/turn-triggers-on-and-off-with-custom-settings/]. 

     

    Let me know if you face any problem with this.

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Curtis Beeman (Business Analysis at Thermofisher Scientific) posted in * Sales Cloud - Getting Started *
Apr 4, 2017, 10:12 PM

I am relatively new to Salesforce.  I need to become certified.  The classes offered at Salesforce are really expensive.  There are a lot of materials and resources located on the web.  What would be your recommendation at the pathway toward certification?  #GettingStartedWelcome  

26 comments
  1. Dan Stratton (CloudKettle)
    Feb 10, 2020, 1:09 PM
    I second Focus on Force. It's an incredible resource to help you prepare for certifications.
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Pembaraju Santhosh (Tech Lead at Wipro) (Originally posted by Pembaraju Santhosh)
Jan 29, 2020, 1:50 PM
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Kavit Doshi (Aikya Trade)
Jan 27, 2020, 2:57 AM

Hello Amazing community members!

Wanted to get certifications for the Salesforce training that i am undertaking.

 

I am from Sales and Business development profile.

Confused between the 'Salesforce Administrator' and 'Salesforce marketer' certification.

Which one would be the idea certification to get for me ?

 

#GettingStartedWelcome  

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Bill Phillips (Salesforce Solution Consultant at Oloop Technologies) posted in * Sales Cloud - Getting Started *
Jan 20, 2020, 3:46 PM

New to Salesforce and coming to it from a Business Analysis background.  About halfway through a trail for prepping as an Admin.  Is that the best route to take? Is there a Certified Business Analyst course in Salesforce? #GettingStartedWelcome  

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Michael Trupke (Program Manager at MV Learning) posted in * Sales Cloud - Getting Started *
Jan 21, 2020, 11:32 PM

I am making great progress in customizing fields and features for my account so far.

 

My question is, what is the best way to make my settings the organization default for my sales team so we are all on the same page?

 

 #GettingStartedWelcome 

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Marcela Meirone (Conecta Media) posted in * Sales Cloud - Getting Started *
Jan 21, 2020, 1:32 PM

Hello everyone! I came from Sales Force IQ to Sales Force Cloud. After migration I have 2 objects in leads & contacts. I need to merge and I don´t know how. I have current title from IQ and Tittle in Cloud. How can I merge both?

Thank you some much in advance :)  #GettingStartedWelcome 

2 comments
  1. Marcela Meirone (Conecta Media)
    Jan 21, 2020, 6:45 PM
    Hi Aiyaz thank you for your answer.! my problem os other. I have current title and Title and I to merge both. :)
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Kelly Fuentes (NPR) posted in * Sales Cloud - Getting Started *
Jan 21, 2020, 4:14 PM

I've been a salesforce user/admin for 6+ years and am still learning. I joined this group hoping to learn as much as I can to help out our sales team. Has anyone started with the Lightning Sales App and has success customizing it for their sales team or is it better to start from scatch? I'm looking for ideas to add to our sales reps' SF experience that would help them in their jobs. #GettingStartedWelcome

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Jonathan Spilky (Account Executive at Tessian) posted in * Sales Cloud - Getting Started *
Jan 20, 2020, 12:44 PM

As someone who flirts with Salesforce functionality and reporting to help with their job, but isn't responsible for the systems, what type of qualifications/courses/certificates do companies look for in their Saleseforce architects / Sales Ops leads? #GettingStartedWelcome 

1 comment
  1. Matt Weisberg (Salesforce)
    Jan 20, 2020, 2:34 PM

    Hey Jonathan!

    I’m new to Salesforce and also a sales guy by day.

    I would check out this page for Sales Careers :

    https://trailhead.salesforce.com/career-path/sales

    If you click “start skilling up”, the orange button just below the fold, it will lead you to trail head where you can complete a trail which should give you an amazing learning experience as a user and sales manager.

    Hope this helps!!

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